Please help to find how the entity records are created.

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Posted on by david

Hi everyone,

I took over the job from my colleague and try to understand how our custom CRM work. There are two custom entities: Schedule entity and Call Order entity with the form, views, etc.

As soon as I create a schedule via the form, the call order records are created and the schedule’s status changed from Submitted to Completed.

I know that there maybe a workflow (process) running under the background.

I have gone through all the workflows to check but could not figure out which one.

I have tried to deactivate all the custom workflows, but the call order records are still created when I submit the schedule form.

I also have checked System Job, Automatic Record Creation and Update Rules, Business Rules but still couldn’t find how the call order is created.

I have enabled Auditing on Call Order entity and can see the Call Order record are created by workflow service account but it doesn’t show where create it.

Does anyone has any idea?

Thanks,

David.

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Answers (1)

david on at

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RE: Please help to find how the entity records are created.

Thanks for your helps
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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Please help to find how the entity records are created.

Hi,

That is correct. You should be the owner of the flow or Flow is shared with you by original owner.

What options do you see when you click on ... on Admin.powerplatform.com page besides flow name.

Please Ask your flow owner to share flow with you to make the modification.

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Pankaj Gogoi 3,177 on at

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RE: Please help to find how the entity records are created.

Hi David,

Please add the existing flow to a solution and you will be able to open the flow.

Best Regards

PG
david on at

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RE: Please help to find how the entity records are created.

Thanks PG. The data were created by MS Flow.

When I access to https://admin.powerplatform.microsoft.com/ I can see the flow (see screenshot)

However when I try to access https://flow.microsoft.com/ I couldn't see the flow. I would like to make a change on the existing flows. Do you know where I can do that?

I am not the owner of the existing flows. Is this reason why I don't see the flows?

Thanks and Regards,

David
Pankaj Gogoi 3,177 on at

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RE: Please help to find how the entity records are created.

Also check if there are any Real-time workflow, Power Automate (Flows) and any Javascript Functions.

Open the solution and check the dependencies for the call order entity.

Good Luck.

Best Regards

PG
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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Please help to find how the entity records are created.

Hi,

Check if any plugin steps registered on the schedule entity which is creating Call Order record.

It should be a plugin code if not workflow.

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